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Eli Lilly
LLY

Overview Fund Activity

2,958 hedge funds and large institutions have $421B invested in Eli Lilly in 2023 Q3 according to their latest regulatory filings, with 277 funds opening new positions, 1,077 increasing their positions, 1,183 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,958
Holders Change
+160
Holders Change %
+5.72%
% of All Funds
47.16%
Holding in Top 10
301
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+25.94%
% of All Funds
4.8%
New
277
Increased
1,077
Reduced
1,183
Closed
83
Calls
$4.49B
Puts
$4.8B
Net Calls
-$313M
Net Calls Change
-$24.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$894M
2
BlackRock
BlackRock
New York
+$656M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$436M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$354M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$347M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.03B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$858M
3
Lilly Endowment
Lilly Endowment
Indiana
-$561M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$437M
5
Franklin Resources
Franklin Resources
California
-$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
2476
Acima Private Wealth
Virginia
$348K – – –
SAM
2477
Seelaus Asset Management
New Jersey
$347K -$1.02M -1,898 -75%
EAM
2478
Empirical Asset Management
Massachusetts
$347K +$537 +1 +0.2%
ACM
2479
Adalta Capital Management
New York
$346K +$85.8K +160 +33%
GWSA
2480
Global Wealth Strategies & Associates
Colorado
$345K -$10.7K -20 -3%
AL
2481
Aspiriant LLC
California
$344K -$31.7K -59 -8%
GCIM
2482
Gunn & Company Investment Management
Florida
$344K +$344K +640 New
SNBOSD
2483
Security National Bank of So Dak
Iowa
$343K – – –
KIG
2484
Kessler Investment Group
Indiana
$342K -$17.7K -33 -5%
EA
2485
Emerald Advisors
Washington
$341K +$537 +1 +0.2%
EA
2486
Echo45 Advisors
California
$341K -$30.6K -57 -8%
MWAM
2487
Manhattan West Asset Management
California
$338K +$338K +586 New
THWM
2488
Taylor Hoffman Wealth Management
Virginia
$338K – – –
MHR
2489
Matthew Hamilton Rosenberg
$337K – – –
FWP
2490
Firethorn Wealth Partners
Georgia
$337K +$5.37K +10 +2%
NFG
2491
Northeast Financial Group
Pennsylvania
$337K -$4.3K -8 -1%
EA
2492
Ergawealth Advisors
Illinois
$337K -$12.4K -23 -4%
BTIM
2493
BancFirst Trust & Investment Management
Oklahoma
$336K +$30.5K +56 +10%
DWM
2494
Darwin Wealth Management
Florida
$336K +$8.06K +15 +2%
ACM
2495
Ashford Capital Management
Delaware
$336K – – –
WA
2496
Wealth Advisors
California
$336K +$336K +626 New
IAG
2497
Investment Advisory Group
Massachusetts
$336K +$10.2K +19 +3%
FFL
2498
Future Fund LLC
Illinois
$335K -$97.2K -181 -22%
GAM
2499
Gould Asset Management
California
$335K +$4.3K +8 +1%
SOW
2500
State of Wyoming
Wyoming
$335K -$5.37K -10 -2%
98 99
100
101 102